Whitestone REIT
WSR2026/7/14 下市- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001175535
Whitestone REIT 已在 2026/7/14 下市；內部人最後一份 Form 4 在 2026/7/15 申報；2026 年第 2 季末有 217 家機構在 13F 申報持有，市值合計 $7.84 億；沒有大師持有。
2024 年第 2 季 13F 持有人
Whitestone REIT 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 165
- 較 2024 年第 1 季 +5 家
- 持有股數
- 3,092 萬
- 較 2024 年第 1 季 +22.3 萬 (+0.7%)
- 總市值
- $4.12 億
- 較 2024 年第 1 季 +$2,669 萬 (+6.9%)
- 新進機構
- 26
- 另有 66 家加碼
- 清倉機構
- 21
- 另有 49 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WSR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 217 | $7.84 億 |
| 2026 年第 1 季 | 221 | $5.47 億 |
| 2025 年第 4 季 | 211 | $4.66 億 |
| 2025 年第 3 季 | 207 | $4.02 億 |
| 2025 年第 2 季 | 200 | $4.06 億 |
| 2025 年第 1 季 | 202 | $4.73 億 |
| 2024 年第 4 季 | 195 | $4.60 億 |
| 2024 年第 3 季 | 182 | $4.16 億 |
| 2024 年第 2 季 | 165 | $4.12 億 |
| 2024 年第 1 季 | 161 | $3.86 億 |
| 2023 年第 4 季 | 164 | $3.96 億 |
| 2023 年第 3 季 | 160 | $2.89 億 |
| 2023 年第 2 季 | 155 | $2.81 億 |
| 2023 年第 1 季 | 164 | $2.66 億 |
| 2022 年第 4 季 | 159 | $2.90 億 |
| 2022 年第 3 季 | 161 | $2.58 億 |
| 2022 年第 2 季 | 177 | $3.40 億 |
| 2022 年第 1 季 | 164 | $4.18 億 |
| 2021 年第 4 季 | 154 | $2.89 億 |
| 2021 年第 3 季 | 150 | $2.67 億 |
| 2021 年第 2 季 | 151 | $2.04 億 |
| 2021 年第 1 季 | 127 | $2.21 億 |
2024 年第 2 季持有機構
每家機構持有 Whitestone REIT 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 20 | $267 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 21 | $280 | 0.00% | +21 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $399 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 46 | $612 | 0.00% | +46 | 新進 |
| Cornerstone Planning Group LLC | 50 | $642 | 0.00% | +50 | 新進 |
| Rothschild Investment LLC | 50 | $666 | 0.00% | +40+400.0% | 加碼 |
| Umb Bank N A | 64 | $852 | 0.00% | +64 | 新進 |
| Loomis Sayles & Co L P | 105 | $1,000 | 0.00% | +105 | 新進 |
| Huntington National Bank | 141 | $1,877 | 0.00% | −99−41.3% | 減碼 |
| Smartleaf Asset Management LLC | 170 | $2,206 | 0.00% | +170 | 新進 |
| Covestor Ltd | 193 | $3,000 | 0.00% | +193 | 新進 |
| Lindbrook Capital, LLC | 258 | $3,434 | 0.00% | +110+74.3% | 加碼 |
| Allworth Financial LP | 282 | $3,934 | 0.00% | +21+8.0% | 加碼 |
| Catalyst Funds Management Pty Ltd | 300 | $3,993 | 0.00% | +200+200.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 302 | $4,168 | 0.00% | 00.0% | 不變 |
| Horizon Bancorp Inc | 385 | $5,000 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 402 | $5,000 | 0.00% | +402 | 新進 |
| Versant Capital Management, Inc | 382 | $5,084 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 421 | $5,540 | 0.00% | +273+184.5% | 加碼 |
| Global Retirement Partners, LLC | 520 | $6,916 | 0.00% | +403+344.4% | 加碼 |
| SRS Capital Advisors, Inc. | 535 | $7,121 | 0.00% | +535 | 新進 |
| Delta Asset Management LLC | 725 | $9,650 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 809 | $1.08 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,065 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,078 | $1.43 萬 | 0.00% | +633+142.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,295 | $1.68 萬 | 0.00% | −19,064−93.6% | 減碼 |
| Rise Advisors, LLC | 1,329 | $1.77 萬 | 0.01% | +13+1.0% | 加碼 |
| GAMMA Investing LLC | 1,982 | $2.64 萬 | 0.00% | +452+29.5% | 加碼 |
| Clear Street Markets LLC | 2,000 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,518 | $3.35 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 4,289 | $5.71 萬 | 0.00% | +4,289 | 新進 |
| The PNC Financial Services Group, Inc. | 4,685 | $6.24 萬 | 0.00% | −93−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,835 | $6.44 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 6,078 | $8.09 萬 | 0.00% | −50−0.8% | 減碼 |
| Amundi | 6,440 | $8.51 萬 | 0.00% | −931−12.6% | 減碼 |
| Vestcor Inc | 7,174 | $9.50 萬 | 0.00% | +7,174 | 新進 |
| STRS Ohio | 9,200 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,647 | $12.8 萬 | 0.01% | +893+10.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,725 | $12.9 萬 | 0.00% | +8,458+667.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,125 | $13.5 萬 | 0.00% | +10.0% | 加碼 |
| Foster & Motley Inc | 10,189 | $13.6 萬 | 0.01% | −5,597−35.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,227 | $13.6 萬 | 0.00% | +54+0.5% | 加碼 |
| Bank of Montreal | 10,469 | $13.9 萬 | 0.00% | +10,469 | 新進 |
| Federated Hermes, Inc. | 10,840 | $14.4 萬 | 0.00% | −764−6.6% | 減碼 |
| Creative Planning | 10,909 | $14.5 萬 | 0.00% | +10,909 | 新進 |
| Journey Strategic Wealth LLC | 11,448 | $15.2 萬 | 0.01% | +15+0.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 11,524 | $15.3 萬 | 0.00% | −1,100−8.7% | 減碼 |
| RW Investment Management LLC | 11,821 | $15.7 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $16.1 萬 | 0.00% | +12,068 | 新進 |
| Arizona State Retirement System | 12,588 | $16.8 萬 | 0.00% | −358−2.8% | 減碼 |
| XTX Topco Ltd | 12,846 | $17.1 萬 | 0.01% | +12,846 | 新進 |
| Citadel Advisors LLC | 13,037 | $17.4 萬 | 0.00% | +13,037 | 新進 |
| Omers Administration Corp | 13,300 | $17.7 萬 | 0.00% | +13,300 | 新進 |
| Cetera Investment Advisers | 13,602 | $18.1 萬 | 0.00% | −58−0.4% | 減碼 |
| Two Sigma Advisers, LP | 13,800 | $18.4 萬 | 0.00% | +2,200+19.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 14,405 | $19.2 萬 | 0.00% | −6,975−32.6% | 減碼 |
| Amalgamated Bank | 14,418 | $19.2 萬 | 0.00% | −779−5.1% | 減碼 |
| Quantbot Technologies LP | 14,985 | $19.9 萬 | 0.01% | +14,985 | 新進 |
| Daiwa Securities Group Inc. | 15,262 | $20.3 萬 | 0.00% | +600+4.1% | 加碼 |
| Murphy Pohlad Asset Management LLC | 15,400 | $20.5 萬 | 0.09% | −900−5.5% | 減碼 |
| Hancock Whitney Corp | 15,676 | $20.9 萬 | 0.01% | +86+0.6% | 加碼 |
| Wellington Management Group LLP | 15,774 | $21.0 萬 | 0.00% | +15,774 | 新進 |
| CWM, LLC | 16,516 | $22.0 萬 | 0.00% | +15,610+1,723.0% | 加碼 |
| SG Americas Securities, LLC | 16,502 | $22.0 萬 | 0.00% | +16,502 | 新進 |
| Maryland State Retirement & Pension System | 16,548 | $22.0 萬 | 0.00% | −780−4.5% | 減碼 |
| State of Wyoming | 16,761 | $22.3 萬 | 0.04% | +551+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 17,347 | $23.1 萬 | 0.00% | +53+0.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 18,856 | $25.1 萬 | 0.02% | +18,856 | 新進 |
| Mariner, LLC | 19,145 | $25.4 萬 | 0.00% | +3,579+23.0% | 加碼 |
| Yousif Capital Management, LLC | 19,178 | $25.5 萬 | 0.00% | −2,219−10.4% | 減碼 |
| CI Private Wealth, LLC | 19,365 | $25.8 萬 | 0.00% | +853+4.6% | 加碼 |
| New York State Common Retirement Fund | 19,410 | $25.8 萬 | 0.00% | −1,962−9.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 19,455 | $25.9 萬 | 0.00% | +3,048+18.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 20,132 | $26.2 萬 | 0.00% | +1,376+7.3% | 加碼 |
| Janus Henderson Group PLC | 19,815 | $26.4 萬 | 0.00% | −233−1.2% | 減碼 |
| Bokf, NA | 20,329 | $27.1 萬 | 0.00% | +20,329 | 新進 |
| State of Tennessee, Treasury Department | 23,110 | $30.8 萬 | 0.00% | −252−1.1% | 減碼 |
| Los Angeles Capital Management LLC | 23,190 | $30.9 萬 | 0.00% | +1,230+5.6% | 加碼 |
| Commonwealth Equity Services, LLC | 23,658 | $31.5 萬 | 0.00% | −2,938−11.0% | 減碼 |
| Ignite Planners, LLC | 23,957 | $31.7 萬 | 0.08% | −5,019−17.3% | 減碼 |
| Louisiana State Employees Retirement System | 23,900 | $31.8 萬 | 0.01% | +600+2.6% | 加碼 |
| Tiaa Trust, National Association | 23,915 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 24,082 | $32.1 萬 | 0.00% | +24,082 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,405 | $32.5 萬 | 0.00% | +24,405 | 新進 |
| Deutsche Bank AG | 24,944 | $33.2 萬 | 0.00% | −513−2.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 25,376 | $33.8 萬 | 0.00% | +681+2.8% | 加碼 |
| Illinois Municipal Retirement Fund | 26,364 | $35.1 萬 | 0.01% | −1,418−5.1% | 減碼 |
| Voya Investment Management LLC | 26,677 | $35.5 萬 | 0.00% | −64,609−70.8% | 減碼 |
| Cambria Investment Management, L.P. | 27,731 | $36.9 萬 | 0.02% | +2,640+10.5% | 加碼 |
| Corebridge Financial, Inc. | 28,292 | $37.7 萬 | 0.00% | +28,292 | 新進 |
| LPL Financial LLC | 28,308 | $37.7 萬 | 0.00% | −8,031−22.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 28,750 | $38.3 萬 | 3.00% | +1,400+5.1% | 加碼 |
| Ridgewood Investments LLC | 29,388 | $39.1 萬 | 0.20% | 00.0% | 不變 |
| Assetmark, Inc | 29,722 | $39.6 萬 | 0.00% | −99−0.3% | 減碼 |
| MetLife Investment Management | 30,672 | $40.8 萬 | 0.00% | +5,882+23.7% | 加碼 |
| Stephens Inc | 33,529 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 35,820 | $47.7 萬 | 0.00% | +2,317+6.9% | 加碼 |